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Smallwood Wealth Investment Management’s Vanguard Extended Market ETF VXF Stock Holding History

Smallwood Wealth Investment Management’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.46K Hold
10
– – ﹤0.01% 399
2026
Q1 		$2.06K Sell
10
-1
-9% -$214 ﹤0.01% 409
2025
Q4 		$2.3K Hold
11
– – ﹤0.01% 394
2025
Q3 		$2.3K Buy
11
+1
+10% +$202 ﹤0.01% 387
2025
Q2 		$1.93K Hold
10
– – ﹤0.01% 406
2025
Q1 		$1.72K Buy
+10
New +$1.89K ﹤0.01% 393

Other funds holding VXF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $311M AUM 20.13% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Smallwood Wealth Investment Management's VXF Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 10 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Smallwood Wealth Investment Management first reported a position in VXF in Q1 2025 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Smallwood Wealth Investment Management held 10 shares of Vanguard Extended Market ETF worth $2.46K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
  • Vanguard Extended Market ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #399 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Extended Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.